Get 403(b) Distribution Form - Natixis Global Asset Management

Filling out the 403(b) Distribution Form from Natixis Global Asset Management is an essential step for participants who want to manage their retirement funds effectively. This guide provides a clear, step-by-step process for completing the form online, ensuring you have all the necessary information to proceed with your distribution.

Follow the steps to complete your distribution form with ease.

1. Click ‘Get Form’ button to obtain the form and open it.
2. Fill in the account ownership details including the account owner’s name, social security number, address, city, state, zip code, date of birth, and daytime telephone number.
3. Select the type of distribution you wish to take. Choose only one option: Normal Distribution, Direct Rollover, Required Minimum Distribution, Termination of Employment, Disability, Distribution to Beneficiary, Distribution to Estate, or Distribution Due to Divorce. Ensure to supply any required documentation for your chosen option.
4. Indicate the distribution method by selecting one of two options: Total Distribution/Account Termination or Partial Distribution, and fill out the necessary fields for fund names, account numbers, and amounts.
5. Select your preferred payee method. You can choose to have the check made payable to you, another payee, or opt for direct deposit. Fill out the required details for your selected method.
6. Complete the income tax withholding section. Specify any additional percentage to be withheld, keeping in mind the mandatory 20% for most distributions unless exempted.
7. Sign the form to certify that the information provided is accurate. If married, indicate your marital status and complete the additional spouse consent and waiver steps if applicable.
8. Obtain a Medallion Signature Guarantee if required, based on the criteria outlined in the form.

Complete your documents online to ensure a smooth distribution process.